Innventure, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 3.07 M | $17.80 M | 0.00% | 5.85% |
| VANGUARD GROUP INC | 11/07/2025 | 1.53 M | $8.85 M | 3.86% | 2.91% |
| ABUNDANCE WEALTH COUNSELORS | 10/22/2025 | 754.31 K | $4.37 M | 0.00% | 1.44% |
| BLACKROCK, INC. | 11/12/2025 | 409.93 K | $2.37 M | 19.79% | 0.78% |
| BELPOINTE ASSET MANAGEMENT LLC | 11/03/2025 | 380.92 K | $2.21 M | 276.14% | 0.72% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 346.34 K | $2.01 M | 10.93% | 0.66% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 181.97 K | $1.05 M | -2.65% | 0.35% |
| MARINER, LLC | 11/14/2025 | 166.24 K | $962.53 K | 100.00% | 0.32% |
| FORTRESS WEALTH GROUP, LLC | 10/30/2025 | 143.69 K | $421.02 K | 0.00% | 0.27% |
| STATE STREET CORP | 11/14/2025 | 133.47 K | $772.76 K | 78.72% | 0.25% |
| CASTLEKNIGHT MANAGEMENT LP | 11/14/2025 | 84.47 K | $489.05 K | 100.00% | 0.16% |
| UBS GROUP AG | 11/13/2025 | 82.08 K | $475.21 K | 23.63% | 0.16% |
| CRESSET ASSET MANAGEMENT, LLC | 11/12/2025 | 73.80 K | $427.33 K | 0.00% | 0.14% |
| ANGELES WEALTH MANAGEMENT, LLC | 11/12/2025 | 68.96 K | $399.26 K | 0.00% | 0.13% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 60.00 K | $347.40 K | 100.00% | 0.11% |
| NORTHERN TRUST CORP | 11/14/2025 | 54.81 K | $317.34 K | 0.00% | 0.10% |
| MOORE CAPITAL MANAGEMENT, LP | 11/14/2025 | 50.00 K | $289.50 K | 0.00% | 0.10% |
| NAVITER WEALTH, LLC | 11/06/2025 | 29.47 K | $170.64 K | 0.00% | 0.06% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 28.29 K | $163.78 K | 100.00% | 0.05% |
| MARSHALL WACE, LLP | 11/13/2025 | 25.62 K | $148.31 K | 100.00% | 0.05% |
| DIAMETRIC CAPITAL, LP | 11/13/2025 | 25.09 K | $145.25 K | -22.99% | 0.05% |
| HIGHTOWER ADVISORS, LLC | 11/07/2025 | 24.73 K | $143.20 K | 0.00% | 0.05% |
| JANE STREET GROUP, LLC | 11/14/2025 | 24.33 K | $140.88 K | 100.00% | 0.05% |
| NICOLET ADVISORY SERVICES, LLC | 11/13/2025 | 15.44 K | $70.08 K | 0.00% | 0.03% |
| FORTIS CAPITAL ADVISORS, LLC | 10/31/2025 | 10.78 K | $62.42 K | 0.00% | 0.02% |
| YORKVILLE ADVISORS GLOBAL, LP | 11/18/2025 | 7.50 K | $43.43 K | 100.00% | 0.01% |
| LEGACY BRIDGE, LLC | 11/12/2025 | 7.49 K | $43.36 K | 0.00% | 0.01% |
| CITY STATE BANK | 10/16/2025 | 3.00 K | $17.37 K | 100.00% | 0.01% |
| MORGAN STANLEY | 11/14/2025 | 1.15 K | $6.66 K | -57.27% | 0.00% |
| HUNTINGTON NATIONAL BANK | 11/12/2025 | 500 | $2.90 K | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 281 | $1.63 K | -10.79% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 100 | $579 | 0.00% | 0.00% |
| GPS WEALTH STRATEGIES GROUP, LLC | 11/03/2025 | 22 | $127 | 0.00% | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 10/07/2025 | 19 | $111 | 100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/24/2025 | 0 | $0 | -100.00% | 0.00% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
Innventure, Inc. institutional Ownership - FAQ's
During the previous two years, 37 institutional investors and hedge funds held shares of Innventure, Inc.. The most heavily invested institutionals were:
PNC FINANCIAL SERVICES GROUP, INC.: 3.07 M
VANGUARD GROUP INC: 1.53 M
Abundance Wealth Counselors: 754,311
BlackRock, Inc.: 409,932
Belpointe Asset Management LLC: 380,918
GEODE CAPITAL MANAGEMENT, LLC: 346,338
14.84% of Innventure, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 7.80 M shares in the last 24 months. This purchase volume represents approximately $44.37 M in transactions.